ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. We bring Case of the Week to you to highlight the most relevant topics affecting your business.
When might a cash balance plan be a good fit?
Get Ready to Explain Lifetime Income Illustrations
Designated Roth 401(k) Contributions and IRS Form 8606
Deadline for Summary Annual Reports
“How is a lump-sum payout of unused vacation treated for plan purposes–is it compensation?”
How to make a $28,000 Roth or Traditional IRA contribution
Failure to Fulfill PTE 2020-02’s Requirements
Dual-Status Hospitals and Retirement Plans
Designated Roth Account Rollover and Five-Year Rule
Remember the Saver’s Tax Credit
“I’m confused about the deadlines for correcting 401(k) plan excesses. Can you give me quick tutorial?”
John Carl is Founder and President of the Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. He is the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR and founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. John also serves on the Government Affairs Committee for the National Association of Plan Advisors.
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